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- Groove Platform Overview
- Email, Calendar & Activity Tracking
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Sales Engagement Platform
Email, Calendar, and Activity Tracking
When every interaction counts, you need to count every interaction. Groove automatically captures all email, calendar, meeting, and LinkedIn activity and logs it to Salesforce without your reps needing to lift a finger.
“69% of high performing reps automate
the logging of sales data and customer notes.”
Email Sync
Automatically log inbound and outbound emails to Salesforce.
- Easily control which emails are synced and which aren’t
- Automatically log inbound and outbound emails to Salesforce using background sync
- Exclude logging of internal and personal emails
- Log entire email threads with a single click
Calendar Sync
Automatically sync meetings from your calendar to Salesforce, including custom Salesforce field values.
- Automatically log Google or Microsoft 365 calendar events back to Salesforce using background sync
- Easily configure to only sync certain meeting types
- Select the record to be synced, and add or update Salesforce fields right from the calendar event
Advanced Activity Capture
Capture activities in real-time with custom meta-data and associate them with custom objects.
- Automatically associate activities with the correct leads, contacts, accounts, opps, and cases in Salesforce
- Use search and selection functionality to log activities to any record, including custom objects and multiple records
Template Performance
Understand how email templates and call scripts are performing and standardize on top performers to accelerate performance and onboarding.
- View the performance of email templates sent through Gmail, Microsoft 365, and all Flow steps
- Discover recommended follow-up templates and messaging with AI-driven sentiment analysis
- Review a wide array of performance metrics, including sent, opened, clicked, and replied
- Drill down into Shared Templates to see which are used the most and by whom
Call and Email Effectiveness
Breakdown how many emails and calls your team are sending and how they are performing.
- Identify the days of the week and times of day with the highest connect rates
- Optimize email effectiveness prior to send with AI-driven content analysis
- Drill down into each user’s email log to see the emails and contacts with the most engagement
- Track all calls made through Groove OmniDialer, Flows, Salesforce, Gmail, or Microsoft 365
- View calls with the highest positive conversation rates
“Our reps have really taken to Groove, and as a result, we’ve
seen the amount of email activity being captured in Salesforce
jump by nearly 200%.”